KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$22.3M
3
+$18M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$17M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.31%
2 Financials 4.69%
3 Healthcare 4.17%
4 Communication Services 3.83%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+7
602
$2K ﹤0.01%
+39
603
$2K ﹤0.01%
+21
604
$2K ﹤0.01%
+13
605
$1K ﹤0.01%
+3
606
$1K ﹤0.01%
+8
607
$1K ﹤0.01%
+7
608
$1K ﹤0.01%
+15
609
$1K ﹤0.01%
+8
610
$1K ﹤0.01%
+6
611
$1K ﹤0.01%
+5
612
$1K ﹤0.01%
+3
613
$1K ﹤0.01%
+15
614
$1K ﹤0.01%
+17
615
$1K ﹤0.01%
+64
616
$1K ﹤0.01%
+53
617
$1K ﹤0.01%
+12
618
$1K ﹤0.01%
+33
619
$1K ﹤0.01%
+11
620
$1K ﹤0.01%
+21
621
$1K ﹤0.01%
+49
622
$1K ﹤0.01%
+61
21 22 23 24
25